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Basepoint Wealth’s Kovitz Core Equity ETF EQTY Stock Holding History

Basepoint Wealth’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.1K Hold
2,543
– – 0.04% 178
2026
Q1 		$64.7K Buy
2,543
+1
+0% +$27 0.04% 189
2025
Q4 		$68.6K Buy
+2,542
New +$66.7K 0.04% 170

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Basepoint Wealth's EQTY Position: Q2 2026 in Review

Basepoint Wealth held its Kovitz Core Equity ETF (EQTY) position steady in Q2 2026 at 2,543 shares worth $71.1K. The position accounts for 0.04% of the portfolio, ranked #178.

Basepoint Wealth first reported a position in EQTY in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • Basepoint Wealth held 2,543 shares of Kovitz Core Equity ETF worth $71.1K as of Q2 2026.
  • Basepoint Wealth left its Kovitz Core Equity ETF share count unchanged in Q2 2026.
  • Kovitz Core Equity ETF made up 0.04% of Basepoint Wealth's portfolio in Q2 2026, its #178 holding.
  • Basepoint Wealth first reported a position in Kovitz Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.